HUNTINGTON S DISEASE FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGTON S DISEASE FOUNDATION (EIN 23-7376197)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-13
- IRS object ID
- 201532259349302458
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-13T13:07:46-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1Txt |
| City | WESTBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237376197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEREDITARY DISEASE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERE | BusinessNameControlTxt |
| Phone | 2129282121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3960 BROADWAY 6TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN C GUEST | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2129282121 | PhoneNum |
| Signature | 2015-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN KELLEY CPA | PreparerPersonNm |
| PTIN | P00540259 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2015-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN C GUEST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3960 BROADWAY 6TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,794,606 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HDFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE FOUNDATION IS TO SUPPORT AND FUND SCIENTIFIC RESEARCH SEEKING TO FURTHER THE UNDERSTANDING OF, AND TO DEVELOP DIAGNOSTICS AND THERAPEUTICS FOR, NEURODEGENERATIVE DISEASES, IN PARTICULAR, HUNTINGTON'S DISEASE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,120,348 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,133,228 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,232,046 | PYInvestmentIncomeAmt |
| CY Investment Income | $972,849 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $103,870 | CYOtherRevenueAmt |
| PY Total Revenue | $2,352,394 | PYTotalRevenueAmt |
| CY Total Revenue | $4,209,947 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $760,403 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $419,159 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $493,453 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $413,284 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $49,918 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $953,454 | PYOtherExpensesAmt |
| CY Other Expenses | $1,015,644 | CYOtherExpensesAmt |
| PY Total Expenses | $2,207,310 | PYTotalExpensesAmt |
| CY Total Expenses | $1,848,087 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $145,084 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,361,860 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,956,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,378,074 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $721,647 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $600,178 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,234,391 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,777,896 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PURPOSE OF THE FOUNDATION IS TO SUPPORT AND FUND SCIENTIFIC RESEARCH SEEKING TO FURTHER THE UNDERSTANDING OF, AND TO DEVELOP DIAGNOSTICS AND THERAPEUTICS FOR, NEURODEGENERATIVE DISEASES, IN PARTICULAR, HUNTINGTON'S DISEASE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,347,826 | ExpenseAmt |
| Grant | $419,159 | GrantAmt |
| Desc | THE STARTING POINT FOR MOST RESEARCH HAS BEEN THE QUESTION OF HOW THE EXPANSION OF A POLYGLUTAMINE TRACT IN A PROTEIN CALLED HUNTINGTIN CAN LEAD TO NEURODEGENERATIVE DISEASE. MUCH OF THE RESEARCH FOCUS HAS BEEN ON THE ASSAYS THAT WILL ALLOW HIGH THROUGH-PUT SCREENINGS OF MOLECULES THAT CAN BE TURNED INTO MEDICINES. | Desc |
| Total Program Service Expenses | $1,347,826 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | Yes (1) | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN C GUEST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129282121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3960 BROADWAY 6TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10032 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| NANCY S WEXLER PHD | |||||||
| PRESIDENT | 35.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALICE WEXLER PHD | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRANK O GEHRY | |||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID HOUSMAN PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN LEIMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN MATZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE B YOUNG MD PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ZWALLY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALD ARONSON MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBI BLUMENSTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE DONALDSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDY FOX | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERTA A GEHRY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GERSTENHABER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY POSNER GERSTENHABER PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR GOLDING MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN GUEST | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $34,914 | $0 | $0 | ||
| FRANK MUCHA | |||||||
| TREASURER | 30.00 | Yes (X) | $94,063 | $0 | $0 | ||
| HERBERT PARDES MD | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL JOHNSON | |||||||
| ASSOCIATE DIRECTOR FOR SCIENCE | 40.00 | $134,000 | $0 | $1,367 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $262,977 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,367 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCARTER & ENGLISH LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MILBERRY STREET | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL | ServicesDesc |
| Compensation | $226,325 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $462,523 | FundraisingAmt |
| All Other Contributions | $2,670,705 | AllOtherContributionsAmt |
| Total Contributions | $3,133,228 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $306,074 | TotalRevenueColumnAmt |
| Exclusion | $306,074 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,155,784 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $489,009 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $666,775 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $666,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $666,775 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $199,520 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $462,523 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $95,650 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,870 | TotalRevenueColumnAmt |
| Exclusion | $103,870 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,209,947 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $666,775 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $409,944 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,031 | TotalAmt |
| Program Services | $312,031 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,128 | TotalAmt |
| Program Services | $107,128 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,977 | TotalAmt |
| Program Services | $42,185 | ProgramServicesAmt |
| Management And General | $77,386 | ManagementAndGeneralAmt |
| Fundraising | $9,406 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,777 | TotalAmt |
| Program Services | $227,787 | ProgramServicesAmt |
| Management And General | $5,575 | ManagementAndGeneralAmt |
| Fundraising | $2,415 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,638 | TotalAmt |
| Program Services | $11,232 | ProgramServicesAmt |
| Management And General | $7,786 | ManagementAndGeneralAmt |
| Fundraising | $1,620 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,892 | TotalAmt |
| Program Services | $20,570 | ProgramServicesAmt |
| Management And General | $6,420 | ManagementAndGeneralAmt |
| Fundraising | $902 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,086 | TotalAmt |
| Management And General | $136,086 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,063 | TotalAmt |
| Program Services | $34,567 | ProgramServicesAmt |
| Management And General | $50,081 | ManagementAndGeneralAmt |
| Fundraising | $9,415 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,588 | TotalAmt |
| Management And General | $61,588 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,000 | TotalAmt |
| Program Services | $14,000 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,721 | TotalAmt |
| Program Services | $43,309 | ProgramServicesAmt |
| Management And General | $13,455 | ManagementAndGeneralAmt |
| Fundraising | $17,957 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,948 | TotalAmt |
| Program Services | $73,304 | ProgramServicesAmt |
| Management And General | $74,583 | ManagementAndGeneralAmt |
| Fundraising | $7,061 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,872 | TotalAmt |
| Program Services | $4,699 | ProgramServicesAmt |
| Management And General | $2,221 | ManagementAndGeneralAmt |
| Fundraising | $952 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,378 | TotalAmt |
| Program Services | $448,378 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,651 | TotalAmt |
| Program Services | $2,651 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $21,337 | TotalAmt |
| Program Services | $5,985 | ProgramServicesAmt |
| Management And General | $15,162 | ManagementAndGeneralAmt |
| Fundraising | $190 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,848,087 | TotalAmt |
| Program Services | $1,347,826 | ProgramServicesAmt |
| Management And General | $450,343 | ManagementAndGeneralAmt |
| Fundraising | $49,918 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,183 | BOYAmt |
| EOY | $307,549 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $838,133 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $438,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $438,606 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,990 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,936,031 | BOYAmt |
| EOY | $5,915,250 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,298,900 | BOYAmt |
| EOY | $4,296,091 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,934 | BOYAmt |
| EOY | $21,051 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,956,038 | BOYAmt |
| EOY | $11,378,074 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,125 | BOYAmt |
| EOY | $128,554 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,500 | BOYAmt |
| EOY | $471,624 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,022 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $721,647 | BOYAmt |
| EOY | $600,178 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,215 | BOYAmt |
| EOY | -$285,672 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,172,176 | BOYAmt |
| EOY | $2,538,568 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,525,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,234,391 | BOYAmt |
| EOY | $10,777,896 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,956,038 | BOYAmt |
| EOY | $11,378,074 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,361,860 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$712,808 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$42,244 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$63,303 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,214,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $661,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,951,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,120,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,670,705 | CurrentTaxYearAmt |
| Total | $8,618,259 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,214,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $661,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,951,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,120,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,670,705 | CurrentTaxYearAmt |
| Total | $8,618,259 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,153,358 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,464,901 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $279,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,662 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $311,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $305,949 | CurrentTaxYearAmt |
| Total | $1,469,729 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,087,988 | TotalSupportAmt |
| Public Support CY170 | 0.64090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | COLLECTIONS | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,512,186 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $205,358 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $467,024 | OtherExpendituresAmt |
| End Year Balance | $8,250,520 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,703,889 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,233,025 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $424,728 | OtherExpendituresAmt |
| End Year Balance | $8,512,186 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,373,196 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $719,433 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $388,740 | OtherExpendituresAmt |
| End Year Balance | $7,703,889 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,953,844 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$173,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $407,641 | OtherExpendituresAmt |
| End Year Balance | $7,373,196 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,661,611 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $676,070 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $383,837 | OtherExpendituresAmt |
| End Year Balance | $7,953,844 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $401,737 | OtherCostOrOtherBasisAmt |
| Depreciation | $401,737 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,869 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (19 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FHLB 5.0% 12/21/2015 | $183,157 | F |
| FHLCMC 3.75% 3/27/2019 | $384,350 | F |
| FHLMC 4.875% 6/13/2018 | $224,062 | F |
| FNMA 5.0% 5/11/2017 | $578,069 | F |
| FNMA 5.375% 6/12/2017 | $166,261 | F |
| GOLDMAN SACHS BANK | $63,668 | F |
| IBRD 0.75% 12/15/2016 | $125,004 | F |
| LWSL RENTENBANK 5.0% 11/08/2016 | $108,450 | F |
| ONTARIO 2.3% 5/10/2016 | $102,531 | F |
| US DOLLAR | $1,609 | F |
| US TREASURY 0.75% 12/31/2017 | $49,473 | F |
| US TREASURY 03.875% 5/15/2018 | $136,509 | F |
| US TREASURY 1.375% 11/30/2018 | $174,863 | F |
| US TREASURY 1.65% 6/30/2019 | $175,437 | F |
| US TREASURY 4.0% 8/15/2018 | $66,706 | F |
| GFRAX | $269,052 | F |
| GSHAX | $303,082 | F |
| GLIRX | $133,886 | F |
| MONEY MARKET | $1,049,922 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,296,091 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,435,551 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$712,808 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$712,808 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,148,359 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $61,588 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $61,588 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,209,947 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,849,802 | TotExpnsEtcAuditedFinclStmtAmt |
| Losses Reported | $63,303 | LossesReportedAmt |
| Expenses Not Reported | $63,303 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,786,499 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $61,588 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $61,588 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,848,087 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | COLLECTIONS OF WORKS OF ART. |
| PART X, LINE 2: | THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2014. THE FOUNDATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SOUTH AMERICA | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | OPERATION OF A CLINIC AND NURSING HOME FOR HUNTINGTON'S PATIENTS. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $107,128 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $107,128 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $107,128 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | CASH GRANT TO ASSIST IN OPERATIONS OF A CLINIC/NURSING HOME FOR HUNTINGTON'S PATIENTS. | TypeOfAssistanceTxt |
| Region | SOUTH AMERICA | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $107,128 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL EXPENSES INCURRED OUTSIDE THE UNITED STATES ARE MONITORED THROUGH THE SUBMISSION OF INVOICES TO THE CENTRAL OFFICE LOCATED IN NEW YORK. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN QUINLAN MARTIN | ||||||||
| 350 EAST 55TH STREET | NEW YORK | NY | 10022 | FUNDRAISING | 0 | $0 | $68,000 | -$68,000 |
| JOYCE STOREY | ||||||||
| 3960 BROADWAY 6TH FLOOR | NEW YORK | NY | 10032 | FUNDRAISER ORGANIZATION | 0 | $0 | $14,000 | -$14,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $82,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$82,000 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BULLETS OVER BROADWAY | Event1Nm |
| Gross Receipts Event1 | $27,350 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $11,250 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,100 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $14,200 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,569 | FoodAndBeverageEvent1Amt |
| Event2 | YO YO MA CONCERT | Event2Nm |
| Gross Receipts Event2 | $467,373 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $451,273 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,100 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $6,864 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $70,017 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $167,320 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $167,320 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $662,043 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $462,523 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $199,520 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,200 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,433 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $70,017 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $95,650 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $103,870 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| DEVERMAN, BEN / CALIFORNIA INSTITUTE OF TECHNOLOGY | 1 | $50,000 | $0 |
| HUGHES, ROBERT / BUCK INSTITUTE FOR RESEARCH ON AGING | 1 | $70,000 | $0 |
| KAEMMERER, WILLIAM / CGTA RESEARCH GROUP | 1 | $37,031 | $0 |
| THOMPSON, LESLIE & STEFFAN, JOAN / UNIVERSITY OF CALIFORNIA - IRVINE | 2 | $55,000 | $0 |
| 2015 FRANK GEHRY AWARD | 1 | $100,000 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION GRANTS FUNDS TO INDIVIDUALS FOR SCIENTIFIC RESEARCH. ANY RESEARCH EXPENSES REIMBURSED MUST BE REASONABLE, BUDGETED, DOCUMENTED AND AUTHORIZED BY THE FOUNDATION ADMINISTRATORS PRIOR TO PAYMENT. RECIPIENTS OF GRANTS REPORT ON THEIR PROJECTS TO THE SCIENTIFIC COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | NANCY WEXLER, PRESIDENT, AND ALICE WEXLER, SECRETARY, ARE SISTERS AND BOTH ARE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING 2014 THE FOUNDATION MADE CHANGES TO THEIR BYLAWS AS APPROVED BY THE BOARD OF DIRECTORS |
| FORM 990, PART VI, SECTION A, LINE 5 | DURING 2014, THE FOUNDATION DISCOVERED THAT ITS FORMER CONTROLLER HAD EMBEZZELED APPROXIMATELY $2.2 MILLION OVER A FIVE YEAR PERIOD. THE CONTROLLER IS CURRENTLY BEING PROSECUTED BY THE U.S. DEPARTMENT OF JUSTICE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION PROVIDES THE 990 TO THE BOARD OF DIRECTORS FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL CONFLICT OF INTEREST STATEMENTS ARE CIRCULATED TO ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES AT THE BOARD OF DIRECTORS MEETING. MANAGEMENT MAINTAINS SIGNED COPIES OF THESE STATEMENTS FOR ALL SUCH INDIVIDUALS TO ENSURE COMPLIANCE WITH THIS POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | INSURANCE LOSS -63,303. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSIGHT HAS CHANGED FROM THE PRIOR YEAR. IN 2014 THE FOUNDATION FORMED AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. |